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Original filing (PDF)20251209110135NAL0003841568001

JOHN P O'SULLIVAN DISTRIBUTING INC

Form 5500-SF
FILING_RECEIVED
JOHN P. O'SULLIVAN DISTRIBUTING, INC. UNION 401(K) PLAN
401(k) retirement plan
Active participants
60
Accounts w/ balance
77
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN P O'SULLIVAN DISTRIBUTING INC.
Plan sponsor
Name
JOHN P O'SULLIVAN DISTRIBUTING INC
EIN
38-2088078
Address
9300 ENTERPRISE WAY · HOLLY, MI · 48442
Phone
(810) 733-7090
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-02-12
Tax period
2025-02-11
Filed
2025-12-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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